AMD strictly moderated (AMD)

[bobs10]

you...

Is this the same strategy that left Intel with an inability to move their processors because they couldn't supply the chipsets? Personally, I don't buy it for a second. However, claiming a chipset shortage is less humiliating that admitting your processors are noncompetitive and therefore losing MS.

me...

Yeah, I had a hard time swallowing that line also, but since the official explanation made INTC's management look like a bunch of idiots I went with the INTC explanation. Anyway, we'll find out the truth at earnings time. Another thing that seems strange is INTC picking this quarter to drop the mid-q updates. Lots of things just don't smell right, but then I've got a nose that's sensitive to dead fish.

I find it hard to believe that all is normal at INTC when everywhere I go AMD products are occupying more shelf space than I've ever seen before. But then I hear the Elbonians are buying a lot of INTC processors to warm their yurts.